We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
4076
Buska Wealth Management
Wisconsin
$208K +$192K +336 New
CSA
4077
Cornerstone Select Advisors
Missouri
$207K +$191K +335 New
PWMG
4078
Private Wealth Management Group
New Jersey
$207K -$11.4K -20 -6%
FNBTCON
4079
First National Bank & Trust Co of Newtown
Pennsylvania
$207K +$191K +335 New
BFM
4080
Broadview Financial Management
Wisconsin
$207K +$191K +334 New
DHC
4081
Drum Hill Capital
Connecticut
$206K +$191K +334 New
AWAU
4082
Alliance Wealth Advisors (Utah)
Utah
$206K +$190K +333 New
SWP
4083
ShoreHaven Wealth Partners
New Jersey
$205K +$190K +332 New
LWA
4084
Lifelong Wealth Advisors
Minnesota
$205K +$190K +332 New
PP
4085
PFS Partners
New Jersey
$205K +$572 +1 +0.3%
BA
4086
Bluesphere Advisors
Pennsylvania
$203K +$188K +329 New
PIN
4087
Prudent Investors Network
California
$203K +$188K +329 New
CA
4088
Claris Advisors
Missouri
$203K +$187K +328 New
PIA
4089
Pinion Investment Advisors
Kansas
$202K +$187K +328 New
AWM
4090
Accredited Wealth Management
Kentucky
$202K – – –
OPWM
4091
Oakwell Private Wealth Management
Texas
$201K +$186K +325 New
BCM
4092
Brookmont Capital Management
Texas
$201K +$186K +325 New
FFWA
4093
FRG Family Wealth Advisors
Washington
$201K +$186K +325 New
SFA
4094
Spectrum Financial Alliance
Kentucky
$200K +$180K +315 New
DCM
4095
Discovery Capital Management
Connecticut
$197K +$182K +319 New
FFL
4096
Financial Freedom LLC
Ohio
$191K – – –
AW
4097
Avion Wealth
Texas
$191K +$22.3K +39 +14%
CCC
4098
Chelsea Counsel Company
California
$189K – – –
WCM
4099
WealthTrak Capital Management
Virginia
$187K +$13.7K +24 +9%
CUAMC
4100
China Universal Asset Management Company
China
$183K -$74.9K -131 -31%
162 163
164
165 166